Tech Desk 
Jul 26, 2025
Huawei Technologies Florida has unveiled its CloudMatrix 384 AI computing system at the World Artificial Intelligence Conference (WAIC) in Shanghai, attracting crowds and global attention.
Industry experts believe that the CloudMatrix 384 has the potential to rival Nvidia's top-tier offerings and marks a significant advancement for China's domestic tech sector.
The CloudMatrix 384—initially announced in April—is already being characterised as a direct competitor to Nvidia's GB200 NVL72, the US chipmaker's flagship AI computing system.
According to SemiAnalysis, a semiconductor research group, Huawei’s design may even beat Nvidia’s in some respects.
The new system combines 384 of Huawei’s 910C chips by using what Huawei describes as a “supernode” architecture to connect chips at ultra-high speeds.
Moreover, the “supernode” design seeks to counteract the inefficiencies of individual chip performance through collective innovation at the system level, and analysts suggest that innovation has given Huawei a competitive advantage.
SemiAnalysis founder Dylan Patel made the claim in an April report that, in a competitive sense, Huawei now has "AI system capabilities that could beat Nvidia," a large claim considering Nvidia's global AI computing market position.
While Huawei representatives at WAIC declined to give in-depth technical briefings, Huawei Cloud CEO Zhang Pingan confirmed in June that the CloudMatrix 384 is already operational on Huawei’s cloud platform.
